D'Orazio & Associates’s Brown & Brown BRO Stock Holding History

D'Orazio & Associates’s Portfolio BRO Stock Details BRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-87	Closed	-$5K	–	183
2021 Q3	$5K	Buy	+87	New	+$4.85K	﹤0.01%	627

Other funds holding BRO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

D'Orazio & Associates's BRO Position: Q4 2021 in Review

D'Orazio & Associates sold out of Brown & Brown (BRO) in Q4 2021, closing a stake of 87 shares — an estimated $5K sold.

D'Orazio & Associates first reported a position in BRO in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 552 funds tracked by Wall St. Rank hold BRO as of Q4 2021.

D'Orazio & Associates reported no remaining Brown & Brown position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 87 Brown & Brown shares in Q4 2021, an estimated $5K.
D'Orazio & Associates first reported a position in Brown & Brown in Q3 2021 and held it in 1 quarter.
D'Orazio & Associates's Brown & Brown position peaked at $5K in Q3 2021.
552 funds tracked by Wall St. Rank held Brown & Brown as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.